Open System -> Manage users page from the main menu:

Click the "Invite User" button:

Fill out Create User form. Fields "Full name" and "Email" are mandatory. You can select a user Role from the list. For Agent's role, you can link a user account with an Agent account using the "Linked agent" field. Make sure that the check box "is Active" is enabled.

After clicking the "Save & invite" button new user account will be created, and an invitation email with an account activation link will be sent to the user email address.

If you found an error in the user's email address after invitation was already sent, you can open the User edit form, change the email address to correct, click Save button, and then click Resend invite button.

The Agent is Organization's (Contact Center) representative who helps customers obtain information, make the best purchase, and receive the best Customer Experience in communication with Organization.

Critical thought: The Agent is not an application User.

For the Agent to log in and use the application User should be created (invited) to the application.

To create a User for the Agent, you can follow the same Invitation procedure but keep attention to set "Role": "Agent" and choose the relevant agent from the "Linked Agent" dropdown menu:

An invitation is valid for 48 hours. After that period account activation link will be expired.

The invitation status can be observed in the column Status on the manage users page.

To resend the invitation click Resend invite button in the User edit form.

To cancel an invitation, uncheck the "Is Active" checkbox in the User edit form and click the Save button.

To activate the account user needs to click the "Activate account" link in the invitation email.

After that, the user will be redirected to the Welcome page, where she will need to set up her password.

After successful account activation, the user will be redirected to the Login page.